The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps | Why Nvidia Will Not Be The Only Game in Town | The Commoditisation of Foundation Models | Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue
Eric Vishria
And so occasionally, you have an amazing company that you really believe in, but it can be overvalued too. Okay. Fenton, what's the takeaway from Peter? The insights around people and motivations that Peter has are unparalleled.
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